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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,429 | $176,120-53.2% | $159,487-48.3% | $167,553-50.8% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 10.42% | 331.95%-321.5pp | 263.71%-253.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $3,401 | $5,299-35.8% | $4,831-29.6% | $4,840-29.7% |
| Participant deferral / active EE | $4,892 | $7,752-36.9% | $7,354-33.5% | $6,343-22.9% |
| Admin fee / account holder | $75 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |